Financial Advantage’s Truist Financial TFC Stock Holding History

Financial Advantage’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-631	Closed	-$23K	–	153
2020 Q2	$23K	Hold	631	–	–	0.02%	87
2020 Q1	$19K	Hold	631	–	–	0.02%	81
2019 Q4	$35K	Hold	631	–	–	0.02%	66
2019 Q3	$33K	Hold	631	–	–	0.02%	97
2019 Q2	$31K	Hold	631	–	–	0.02%	69
2019 Q1	$29K	Hold	631	–	–	0.02%	71
2018 Q4	$27K	Buy	+631	New	+$30.3K	0.02%	69
2014 Q4	–	Sell	-1,400	Closed	-$52K	–	121
2014 Q3	$52K	Hold	1,400	–	–	0.05%	57
2014 Q2	$55K	Hold	1,400	–	–	0.05%	55
2014 Q1	$56K	Hold	1,400	–	–	0.05%	54
2013 Q4	$52K	Hold	1,400	–	–	0.04%	69
2013 Q3	$47K	Hold	1,400	–	–	0.04%	70
2013 Q2	$47K	Buy	+1,400	New	+$44.7K	0.04%	66

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Advantage's TFC Position: Q3 2020 in Review

Financial Advantage sold out of Truist Financial (TFC) in Q3 2020, closing a stake of 631 shares — an estimated $23K sold.

Financial Advantage first reported a position in TFC in Q2 2013 and held it in 13 quarters. The position peaked at $56K in Q1 2014. 1,160 funds tracked by Wall St. Rank hold TFC as of Q3 2020.

Financial Advantage reported no remaining Truist Financial position as of Q3 2020 after selling out during the quarter.
Financial Advantage sold 631 Truist Financial shares in Q3 2020, an estimated $23K.
Financial Advantage first reported a position in Truist Financial in Q2 2013 and held it in 13 quarters.
Financial Advantage's Truist Financial position peaked at $56K in Q1 2014.
1,160 funds tracked by Wall St. Rank held Truist Financial as of Q3 2020.

Based on Financial Advantage's 13F filing for Q3 2020, filed 27 Oct 2020.